Convert scheduled prospect research into leads
Put qualifying companies from a recurring research pass into Dynamics 365 for review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Lead
Create a new lead.
Why this helps
Prospect lists can be researched repeatedly without ever becoming actionable CRM records.
- Move qualifying research into the CRM.
- Use criteria you define rather than creating every result.
- Keep the source context available for sales review.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Dynamics 365 once in the Notis portal.
- 2Create an automation for scheduled prospect lead intake.
- 3Tell Notis which public pages to research with AgentQL and the criteria a company must meet before creating a Dynamics 365 lead.
- 4Choose a Notis cron schedule and a run report destination.
- 5Test with a small set of real pages and review the leads created.
Questions about this workflow
Will it create a lead for every company it finds?
Only if that is your instruction. Define criteria so the workflow creates records for relevant prospects.
Can it avoid duplicates?
Ask it to check available Dynamics 365 information before creating a record, and review the test results. The listed action does not itself guarantee deduplication.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Dynamics365. A trigger fires from one place; an action lands in another.
Agentql triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
View all invoices.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Annotation
Creates a text or attachment note, optionally linked to a supported record.
Create Account
Create a new account record.
Create Email Activity
Creates and stores a draft email activity without sending the email.
Create Case
Create a new case.
Create Product
Creates a catalog product and returns its selected representation.
Create Contact
Create a new contact.
Create Product Price List Item
Adds an existing product and unit to an existing price list.
Connect any two apps with Notis in the middle.
Agentql and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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